Additional Resources

Fact Finders, scripts, calculators, and more.

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19 articles in this collection
Written by Michael Schwabe

Marketing Kit

Your brand and ours: a marriage made in heaven
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Written by Michael Schwabe
Updated over a week ago

How to Address Long Term Care

Use Asset-Map to engage clients about this critical issue
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Written by Michael Schwabe
Updated over a week ago

Household Details

Edit the household name that appears on the cover page, address, phone number and more.
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Written by Michael Schwabe
Updated over a week ago

Helpful Questions Inside Select Stencils that lead to Action

Successful advisors know that asking good questions helps clients commit to action faster than "presenting", "explaining", or "educating".
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Written by Michael Schwabe
Updated over a week ago

Contact Us

Phone number, email and support hours.
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Written by Michael Schwabe
Updated over a week ago

The Asset-Map Glossary

These are words you will commonly see used in Asset-Map.
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Written by Michael Schwabe
Updated over a week ago

Link Legal Entity Assets to an Individual

Show Legal Entity assets as a Member's assets
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Written by Michael Schwabe
Updated over a week ago

Estimated Age

Member age or date of birth are both acceptable
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Written by Michael Schwabe
Updated over a week ago

Fact Finder Summary Report

Combine investment experience with net worth numbers on one document
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Written by Michael Schwabe
Updated over a week ago

Keystone Habit: Asset-Map Client/Prospect Reviews

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Written by Michael Schwabe
Updated over a week ago

Blank Factfinders

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Written by Michael Schwabe
Updated over a week ago

5 Proactive Conversations Clients Appreciate

Do a great job looking after your client's needs
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Written by Michael Schwabe
Updated over a week ago